AOT reported Vietjet resumes Phuket-Ho Chi Minh route of 4 flights/week.

CPL said solid tannery business 5M22 had boosted capacity utilization to almost 100%, launched new biz line, Bio-TAN, to cater for environmentally conscious customers both here and overseas.

Comment: When I see things like this, I genuinely hope that the companies care about the environment and are not just greenwashing.

JMT and JMART are expected to be added to SET50 for 2H22, while BJC and BLA have 70% chance, but THG, TIPH, AAV and ONEE are most likely to be added to SET100, Tabloid.

Comment: That’s what everyone is expecting for J Group. I wonder if we’ll see a sell on fact.

JR expects to secure underground wiring projects for yellow & pink line MRT total Bt6b and south purple MRT network upgrade projects in 2H, lifts backlog above Bt10b, EV charging station venture with EA to boost earnings, firms on 15-20% revenue growth target.

Comment: Out of nowhere, this group continues to win projects.

MILL upbeats FY22 outlook from strong steel recycle business, maintaining Bt20b full year revenue target from higher sales volume yoy, margin remained intact from higher utilization rate & average selling price yoy, lower freight expense.

RBF sees positive growth momentum 2Q earnings from recovery demand for food adhesive flavour & taste from F&B producers on recovery consumption, higher contribution from VN & Indonesia plant and export sales, tailwind from business venture with TU, mulls revising up full year revenue target.

Comment: Not sure how much value the TU JV will add, but the core business is still rocking and rolling, not withstanding

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